Go to the SOAPware menu, then click Schedule.

1. Click on the Billing menu, then select Patient Account.
2. Search for and select the patient using the Chart Rack.

Click on the Flags/Notes tab within the patient account.

Click the Add Note button located in the bottom right hand corner of the window.

Select a category for the patient's flag/note using the drop down menu.

1. Add any desired notes into the Note box.
2. Click OK to save.

The new note/flag will be displayed within the patient account and patient chart.  

Flag: will display with red highlighting and will alert the designated user upon opening of the chart/patient account.

Note: will display with no highlighting and will not alert any users upon opening of the chart/patient account.

The Flags/Notes feature requires initial setup.  For information on the setup process, please see: Set Up: Patient Flags/Notes.